Actionable Meeting Notes Template
Our meeting notes template with actionable items is the best way to track minutes, assign tasks, and organize your thoughts.
What is this template for?
Wrike's meeting notes template with action items turns every discussion into trackable progress. Instead of losing decisions in scattered documents or chat threads, this template centralizes agendas, captures action items, and converts them into assignable tasks, all inside the same enterprise collaboration software. Whether you need a simple template for meeting notes or a structured meeting minutes template tied to deliverables, Wrike gives your team a single place to plan meetings, record outcomes, and follow through.
Meeting notes and meeting minutes serve different purposes. Meeting notes capture informal takeaways, decisions, and action items from team discussions. Meeting minutes are a formal record of what was discussed and decided, typically used for stakeholder reporting or compliance. Both are essential components of an effective project communication plan. This template handles both, so your team can adapt the format to fit the context.
How to make your meetings more efficient with Wrike's meeting notes template
Wrike's meeting notes template provides the structure you need to turn conversations into action with clearly defined, assignable items. Create tasks and subtasks from action items discussed during a meeting, then tag them into the right folders to keep notes organized and aligned with your project goals.
Most teams leave meetings with a rough idea of what was agreed on and no system for tracking whether it actually gets done. This template closes that gap. Every action item becomes a task with an owner, a due date, and a connection to the project it belongs to. The meeting itself becomes a starting point for delivery, not a dead end.
Why use Wrike's meeting notes template with action items
Wrike's meeting notes template gives your team a repeatable framework for capturing decisions, assigning follow-ups, and tracking outcomes across every meeting. Here is what makes it effective.
Turn action items into real tasks
Every decision made in a meeting can become a task or subtask inside Wrike with a single click. Assign it to the right person, set a deadline, and attach it to the relevant project. Your meeting takeaways template becomes the starting point for actual work rather than a document no one revisits.
Keep meeting notes connected to projects
Meeting notes that live in a separate doc or email thread get forgotten. In Wrike, your template for meeting notes sits inside the same workspace as your projects, campaigns, and deliverables. Action items link directly to the work they affect, so context is never lost.
Use AI to generate subtasks from notes
Wrike AI can read your meeting notes and suggest subtasks based on the action items captured. As one of the leading AI project management tools, Wrike lets you review the suggestions, approve the ones that make sense, and skip the manual work of creating each task individually. This saves time and reduces the chance that a follow-up item slips through the cracks.
Build accountability with clear ownership
Every action item has a name next to it. When your team can see who owns each follow-up and when it is due, accountability happens naturally. No more "I thought someone else was handling that" conversations two weeks later. By establishing this transparency, you can proactively avoid the top reasons for project failure.
Create a searchable archive of decisions
Over time, your meeting notes template becomes a searchable record of every decision your team has made. Need to remember why a project scope changed three months ago? Search your meeting notes in Wrike and find the answer in seconds.
What is included in this meeting notes template
Agenda section
With Wrike’s AI subtask creation, you can add structure to your meeting minutes in no time. Our software sifts through your notes to detect action items and turn them into subtasks.
Action items with task creation
Capture action items as you go and convert them into Wrike tasks without leaving the meeting note. Each task description includes the context from the meeting, so the assignee knows exactly what was discussed and what is expected.
Attendee tracking
Record who attended each meeting. When follow-up questions arise, your team knows exactly who was in the room and who can provide context.
Linked folders and projects
Tag meeting notes to specific folders or projects so they are easy to find later. A product team can link their weekly sync notes to the product roadmap folder. A marketing team using marketing campaign management software can link campaign kickoff notes to the relevant project.
Recurring meeting support
Set up the template for recurring meetings like weekly standups or monthly reviews. Each instance creates a new note with the same structure, so your team doesn’t have to start from scratch every time.
Put plans into action with Wrike
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How to use Wrike's meeting notes template
Prepare your agenda before the meeting
Open the template and add your discussion topics. Share the agenda with attendees ahead of time so everyone knows what to expect. This keeps meetings shorter and more productive.
Capture notes and decisions during the meeting
As the meeting progresses, record decisions, open questions, and action items directly in the template. Use the action item fields to note who is responsible for each follow-up and when it is due.
Convert action items into tasks
After the meeting, review the action items and convert them into Wrike tasks. Assign each task to the right person, set a due date, and link it to the relevant project. Your meeting takeaways template feeds directly into your team's active workstream.
Share the notes with your team
Publish the completed meeting note so all attendees and relevant stakeholders can access it. Everyone has the same record of what was discussed and agreed on, without relying on individual memory.
Follow up on progress
Use Wrike's dashboards and task views to track whether meeting action items are getting done. When the next meeting arrives, review outstanding items from the previous session and hold the team accountable.
Who benefits from a meeting notes template with action items
Project managers
Track decisions across multiple meetings and connect them to active projects. A meeting minutes template in Wrike gives project managers a direct line between what was discussed and what gets delivered.
Marketing teams
Coordinate campaign decisions across creative briefs, content calendars, and launch plans. Meeting notes stay attached to the campaigns they reference, so nothing falls between the cracks.
Leadership and executives
Maintain a formal record of strategic decisions for stakeholder reporting. Use the template as a meeting minutes template when a more structured, official format is required.
Remote and distributed teams
Give every team member access to the same meeting record regardless of time zone. Team members who could not attend live can review the notes and pick up their action items without a separate catch-up call.
What makes Wrike's meeting notes template different
Wrike is trusted by more than 20,000 organizations worldwide. This meeting notes template is built on the same platform teams at Siemens, Walmart, and NVIDIA use to deliver their most important work.
Action items that become real work
Other templates capture notes. Wrike's template converts them into tasks with owners, deadlines, and project connections so follow-through actually happens.
AI-assisted task creation
Wrike AI reads your notes and suggests subtasks, reducing the manual effort of turning a meeting into a project plan.
Integrated with your workspace
Your meeting notes live alongside your projects, not in a disconnected document. Every action item links to the work it affects.
Scales across teams
Whether your team runs five meetings a week or 50, the template structure stays consistent and searchable across every project and department.
Ready to try this template in Wrike?
Free 14-day trial. Easy setup. Cancel any time.
FAQ
A meeting notes template is a pre-built framework for recording what was discussed, what was decided, and what needs to happen next during a meeting. Wrike's meeting notes template with action items goes further by letting you convert follow-up items into assignable tasks connected to your active projects.
Meeting notes are informal records of a discussion, typically focused on action items, decisions, and takeaways for the team. Meeting minutes are a more formal document that records attendees, motions, votes, and official decisions, often used for compliance or stakeholder reporting. Wrike's template supports both formats.
Open the template before your meeting begins and add your agenda items. During the meeting, fill in discussion points, decisions, and action items as they come up. After the meeting, convert action items into Wrike tasks with assigned owners and due dates. The template guides you through each step so nothing gets missed.
Yes. You can customize this template to follow a formal meeting minutes structure, including sections for attendees, agenda items, motions, decisions, and follow-up actions. Save your customized version as a reusable template for recurring governance or stakeholder meetings.
Wrike AI analyzes the action items in your meeting notes and suggests subtasks based on what was discussed. You review and approve each suggestion before it becomes a task, so AI supports your workflow without acting outside your control.
Yes. Set up the template for recurring meetings like weekly syncs, sprint reviews, or monthly planning sessions. Each new meeting creates a fresh note with the same structure, and you can review outstanding action items from previous sessions before each new meeting begins.
Yes. Every update to the meeting note appears in real time, so team members across time zones can review what was discussed and pick up their action items without waiting for a follow-up email or separate call.
How to install this template in your account
You can only access this template when you create a new space. You can access the use case templates gallery through the space creation wizard. When you opt to create a new space, the template gallery opens by default.
- Click the “+” button in the upper-right corner of your workspace.
- Select “Space.”
- On the page that opens, hover over the use case you want and click “Preview.” Look for the “Meeting notes” template in the list (use the search bar if needed).
- Now, you can see more information about the use case. Click “Select” to create a space.
Yes, there are.
- To use this template, you need to have at least the Business plan or up. Check our plans here.
- You must have the required permission to create a public space in your account.
- If the template contains account-level custom fields, custom item types, workflows, request forms, or automation, you must have the permission required to create those items.
- This template is only available when the workspace language is set to English.
Check the prerequisites above. If you don’t match one of the prerequisites, talk to your space admin or your account owner. If you match all the prerequisites and you still can’t see the “Meeting notes“ template, feel free to reach out to the Wrike support team.
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